Responsible Investing?

Receives Two Lipper Awards

There is a unique place for investors. Where innovation and values intersect. Where investing with conviction doesn't equal compromising returns. Where investments are selected with purpose. We call this place Crossmark.

The Evolution of Responsible Investing.

Each client has different priorities and values that affect how they invest. We help investors align their values with a broad spectrum of expanding investment solutions.

1

Exclusionary Screening

Avoiding investing in companies or sectors that do not align with investor values

2

ESG Integration

Integrating consideration of environmental, social and governance issues, where material, into investment due diligence and financial analysis

3

Positive Screening

Actively seeking out companies that performed well on certain ESG measures

4

Thematic

Focusing investments according to interest in specific environmental or social themes, such as clean energy, water, education, or healthcare

5

Impact Investing

Investing in companies or funds with the intention of generating positive, measurable impact alongside a financial return

What size is the right investment strategy?

Invest withoutCompromise

Thompson Reuters recognized the Crossmark Steward Global Equity Income Fund at the U.S. Lipper Fund Awards on February 27, 2018 for delivering consistently strong risk-adjusted performance relative to its peers in the Global Equity Income Funds category for the three-year and five-year periods ending 11/30/2017. The number of peer funds included in the category was 36 for the three-year category and 31 for the five-year category. Each award was based on the Fund achieving the highest Lipper Leader for Consistent Return (Effective Return Net of Expenses) value over the stated time period.

Crossmark Global Investments, Inc. (CROSSMARK) is an investment adviser registered with the U.S. Securities Exchange Commission (SEC). CROSSMARK is the investment adviser to the Crossmark Steward Funds (the Steward Funds) as well as to other individual clients and institutions. The Steward Funds are distributed by Crossmark Distributors, Inc., member FINRA and SIPC . This website should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice. Sales of mutual fund shares may only be made by prospectus. Before investing in a mutual fund, you should read the fund’s prospectus and carefully consider the fund’s investment objectives, risks, charges and expenses. A copy of the Steward Funds’ prospectus may be obtained free of charge by calling Crossmark Distributors at 800-262-6631.

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